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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,156 | $201,259-4.0% | $184,200+4.9% | $145,959+32.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 17.07% | 28.98%-11.9pp | 28.80%-11.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $9,240 | $7,018+31.7% | $6,424+43.8% | $4,661+98.2% |
| Participant deferral / active EE | $21,088 | $9,806+115.0% | $9,132+130.9% | $6,689+215.3% |
| Admin fee / account holder | $55,451 | $16,372+238.7% | $13,907+298.7% | $13,398+313.9% |